AP
Appleton Partners’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
214,421
-13,008
| -6% | -$245K | 0.29% | 81 |
|
|
2025
Q1 | $4.33M | Buy |
227,429
+9,300
| +4% | +$177K | 0.33% | 77 |
|
|
2024
Q4 | $4.26M | Buy |
218,129
+10,162
| +5% | +$198K | 0.31% | 79 |
|
|
2024
Q3 | $4.32M | Buy |
207,967
+2,898
| +1% | +$60.2K | 0.32% | 84 |
|
|
2024
Q2 | $4.04M | Buy |
205,069
+2,291
| +1% | +$45.1K | 0.31% | 82 |
|
|
2024
Q1 | $4.09M | Buy |
202,778
+6,142
| +3% | +$124K | 0.32% | 84 |
|
|
2023
Q4 | $3.82M | Buy |
196,636
+4,333
| +2% | +$84.1K | 0.31% | 83 |
|
|
2023
Q3 | $3.62M | Buy |
192,303
+7,838
| +4% | +$147K | 0.32% | 81 |
|
|
2023
Q2 | $3.58M | Buy |
184,465
+8,602
| +5% | +$167K | 0.3% | 83 |
|
|
2023
Q1 | $3.49M | Buy |
175,863
+37,310
| +27% | +$741K | 0.31% | 80 |
|
|
2022
Q4 | $2.68M | Buy |
138,553
+59,283
| +75% | +$1.15M | 0.25% | 92 |
|
|
2022
Q3 | $1.63M | Buy |
79,270
+21,521
| +37% | +$441K | 0.16% | 120 |
|
|
2022
Q2 | $1.23M | Buy |
+57,749
| New | +$1.23M | 0.12% | 140 |
|